PeopleSoft Student Financials Fundamentals

 2Month/20 Hours                                                  Price:455,000

                                                                                     450,000

PeopleSoft Student Financials Fundamentals

In addition to defining rules for calculating and collecting tuition and fees, participants learn how to set up the PeopleSoft Enterprise Student Financials accounting structure (Business Units, Account Types, and Item Types). In depth activities provide participants with hands-on experience on how to set up security options and trees. Participants use workflow to review and approve groups of transactions and also learn how financial data is transmitted and received for groups of students.

Additionally, this course demonstrates how a student’s account is updated with anticipated aid and how aid is disbursed into the student account to reduce the balance. Participants prepare for billing customers, create billing standard requests, and design the invoice layout. Finally, participants review refunding rules, process a withdrawal, and run a batch refund.

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Learn To:

Enroll students in terms, programs and plans
Set up and calculate tuition and fees
Authorize and disburse financial aid
Set up the student financials foundation
Bill customers
Process refunds and withdrawals

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Course Objectives

Calculate tuition and fees
Define the PeopleSoft Student Financials Foundation
Review tuition and fee calculations
Maintain receivables
Disburse financial aid
Bill customers
Setup service indicators
Process refunds
Setup tuition and fee calculations

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Course Topics

Setting Up Tuition and Fee Calculations

Describing PeopleSoft Campus Solution components
Describing the set up for calculating tuition
Defining term and session tables
Setting up calendars
Establishing minimum and maximum fees
Defining criteria, tuition groups and waivers
Charging course fees
Scheduling classes

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Calculating Tuition and Fees

Adding students to programs
Activating students in a term
Calculating tuition and fees
Reviewing PeopleSoft Student Financials Self Service

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Defining the PeopleSoft Student Financials Foundation

Using keywords to search for item types
Setting up item types
Securing PeopleSoft Student Financials
Creating charge priority lists
Setting up global invoicing
Implementing payment swapping

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Reviewing Tuition and Fee Calculations

Defining transaction and optional fees
Setting up self service miscellaneous purchases
Describing the population selection update process

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Maintaining Receivables

Defining posting parameters in business units
Using workflow to notify users
Defining groups types and origins
Reviewing posting functionality

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Disbursing Financial Aid

Awarding financial aid manually
Passing anticipated aid
Disbursing financial aid
Reviewing global disbursement rules
Performing batch authorization and disbursement

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Billing Customers

Billing a customer
Preparing for billing
Using the payment applier

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Setting Up Service Indicators

Processing Refunds

Describing refunding
Defining refunding rules
Defining Payroll and AP refunding rules
Creating student online and batch refunds

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Minimum Participants: 4 Person or More

Audience

Business Analysts
Functional Implementer
Project Manager

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Related Training

Required Prerequisites

Understanding of basic navigation and PeopleSoft concepts
Able to run processes and reports
Use of control tables to enforce business rules

Suggested Prerequisites

Academic Structure Rel 9
Understanding of the Campus Solutions academic structure

International Student Fees : USD1950$

Job Interview Preparation  (Soft Skills Questions & Answers)

Tough Open-Ended Job Interview Questions
What to Wear for Best Job Interview Attire
Job Interview Question- What are You Passionate About?
How to Prepare for a Job Promotion Interview

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Internships, Freelance and Full-Time Work opportunities

 Join Internships and Referral Program (click for details)
Work as Freelancer or Full-Time Employee (click for details)
Hire an Intern

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Flexible Class Option

Week End Classes For Professionals  SAT | SUN
Corporate Group Training Availables Options
Online Classes – Live Virtual Class (L.V.C), Online Training

Related Courses

BI Publisher For Campus Solutions Course

PeopleSoft Fluid User Interface Course

PeopleSoft PeopleTools Course

Academic Advisement Fundamentals Course

Financial Aid Fundamentals Course

Introduction to PS for Campus Solutions

Recruitment and Admission Fundamentals Course

Student Enrollment Rel 9 Course